- Tompkins Community Bank (Pittsford, NY)
- Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This ... of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated… more
- JPMorgan Chase (New York, NY)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for the… more
- Travelers Insurance Company (Albany, NY)
- …and where you do it. **Job Category** Customer Experience, Customer Service, Sales **Compensation Overview** The annual base salary range provided for this position ... - $61,600.00 **Target Openings** 10 **What Is the Opportunity?** As an Insurance Advisor Trainee-Affinity, you will learn to serve as a personal insurance advisor… more
- SAP (New York, NY)
- …a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our innovative ... and Configure, Price, Quote (CPQ) solutions. As a trusted advisor , you will engage C-level executives and senior stakeholders,...with C-level stakeholders (eg, CFOs, CIOs, CROs, VPs of Sales or Billing) to establish trust, articulate SAP's value… more
- Centers Plan for Healthy Living (Staten Island, NY)
- …and plans they need for healthy living. JOB SUMMARY : The Medicare MAP Advisor - Will promote and sale MAP and Medicare Line of Business, maintains relationships, ... by consultative selling/marketing and performing all required tasks assigned by the Sales Field Manager. Incumbent will be responsible for educating and enrolling… more
- James Perse Los Angeles (Bleecker, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible ... company with a focus on client development and client sales . They will set the example in areas of...In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Thrivent Financial (Albany, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Guardian Life (New York, NY)
- As a Senior Manager, External Communications - Financial Advisor Network, you will shape and lead a scalable communications and PR program that empowers our network ... a fast-paced environment while managing multiple priorities + A trusted advisor who balances consultation with decisive recommendations + Data-driven and… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more